Intuit Inc.
INTU- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000896878
In the last 90 days, Intuit Inc. insiders filed 0 open-market purchases and 2 sales; 1,755 institutions reported holding it in 13F filings for Q2 2026, worth $63.6B in total; superinvestors Lindsell Train and Valley Forge Capital hold it.
13F holders, Q1 2026
Institutional positions in Intuit Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,021
- −210 vs. Q4 2025
- Shares held
- 241.0M
- +31.9M (+15.3%) vs. Q4 2025
- Total value
- $104.2B
- −$34.1B (−24.6%) vs. Q4 2025
- New holders
- 223
- 814 more added
- Sold out
- 433
- 797 more reduced
38 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INTU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,755 | $63.6B |
| Q1 2026 | 2,021 | $104.2B |
| Q4 2025 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $146.7B |
| Q3 2023 | 1,742 | $118.4B |
| Q2 2023 | 1,668 | $107.8B |
| Q1 2023 | 1,617 | $104.9B |
| Q4 2022 | 1,560 | $90.8B |
| Q3 2022 | 1,511 | $91.5B |
| Q2 2022 | 1,501 | $90.7B |
| Q1 2022 | 1,556 | $113.5B |
| Q4 2021 | 1,668 | $151.9B |
| Q3 2021 | 1,449 | $123.6B |
| Q2 2021 | 1,379 | $113.2B |
| Q1 2021 | 1,337 | $88.8B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Murphy & Mullick Capital Management Corp | 152 | $65.7K | 0.05% | −117−43.5% | Reduced |
| Prosperity Bancshares Inc | 151 | $65.3K | 0.05% | −642−81.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $65.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 149 | $64.4K | 0.01% | +4+2.8% | Added |
| Creative Financial Designs Inc | 146 | $63.1K | 0.00% | +66+82.5% | Added |
| Bayforest Capital Ltd | 145 | $62.7K | 0.07% | +145 | New |
| Clayton Financial Group LLC | 143 | $61.8K | 0.03% | +3+2.1% | Added |
| Bruce G. Allen Investments, LLC | 139 | $60.1K | 0.04% | +59+73.8% | Added |
| First Pacific Financial | 135 | $58.6K | 0.01% | +5+3.8% | Added |
| Curio Wealth, LLC | 135 | $58.4K | 0.02% | +1+0.7% | Added |
| Private Wealth Asset Management, LLC | 132 | $57.1K | 0.01% | −1−0.8% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 130 | $56.2K | 0.04% | −469−78.3% | Reduced |
| Clark Wealth Partners | 129 | $55.7K | 0.04% | −11−7.9% | Reduced |
| Anfield Capital Management, LLC | 126 | $54.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 124 | $53.6K | 0.01% | −17−12.1% | Reduced |
| LOM Asset Management Ltd | 120 | $51.9K | 0.01% | +30+33.3% | Added |
| Islay Capital Management, LLC | 117 | $50.6K | 0.03% | 00.0% | Unchanged |
| MidFirst Bank | 115 | $49.7K | 0.00% | −479−80.6% | Reduced |
| TD Capital Management LLC | 114 | $49.4K | 0.00% | +9+8.6% | Added |
| Hazlett, Burt & Watson, Inc. | 114 | $49.0K | 0.02% | −3−2.6% | Reduced |
| Sachetta, LLC | 111 | $48.0K | 0.03% | +28+33.7% | Added |
| SJS Investment Consulting Inc. | 109 | $47.1K | 0.01% | +1+0.9% | Added |
| Redwood Park Advisors LLC | 109 | $47.0K | 0.03% | −1−0.9% | Reduced |
| True Wealth Design, LLC | 106 | $45.8K | 0.01% | +72+211.8% | Added |
| Ameriflex Group, Inc. | 103 | $44.7K | 0.02% | +17+19.8% | Added |
| Osbon Capital Management LLC | 102 | $44.1K | 0.04% | +1+1.0% | Added |
| Sarver Vrooman Wealth Advisors | 95 | $41.1K | 0.03% | 00.0% | Unchanged |
| Kilter Group LLC | 94 | $40.6K | 0.02% | +35+59.3% | Added |
| Financial Management Professionals, Inc. | 92 | $39.8K | 0.00% | −14−13.2% | Reduced |
| Key Financial Inc | 92 | $39.8K | 0.01% | +10+12.2% | Added |
| Joseph Group Capital Management | 92 | $39.8K | 0.01% | +55+148.6% | Added |
| First Command Advisory Services, Inc. | 92 | $39.8K | 0.00% | +71+338.1% | Added |
| Rational Advisors LLC | 91 | $39.3K | 0.00% | −4,430−98.0% | Reduced |
| Quarry LP | 90 | $38.9K | 0.01% | +90 | New |
| Hanson & Doremus Investment Management | 87 | $38.0K | 0.00% | +60+222.2% | Added |
| Paladin Advisory Group, LLC | 86 | $37.2K | 0.03% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 86 | $37.2K | 0.03% | +86 | New |
| Hughes Financial Services, LLC | 86 | $37.2K | 0.01% | −3−3.4% | Reduced |
| Lodestone Wealth Management LLC | 85 | $36.8K | 0.01% | −16−15.8% | Reduced |
| Abound Wealth Management | 83 | $36.1K | 0.01% | −9−9.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 83 | $35.9K | 0.00% | −32−27.8% | Reduced |
| Medallion Wealth Advisors, LLC | 82 | $35.5K | 0.01% | −15−15.5% | Reduced |
| Fortitude Family Office, LLC | 76 | $32.9K | 0.01% | −517−87.2% | Reduced |
| Rialto Wealth Management, LLC | 74 | $32.0K | 0.01% | +1+1.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 73 | $31.6K | 0.01% | −8−9.9% | Reduced |
| CrossGen Wealth, LLC | 73 | $31.6K | 0.03% | +73 | New |
| Westside Investment Management, Inc. | 74 | $31.3K | 0.00% | −7−8.6% | Reduced |
| Kings Path Partners LLC | 72 | $31.1K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 70 | $30.3K | 0.00% | −73−51.0% | Reduced |
| HHM Wealth Advisors, LLC | 70 | $30.3K | 0.00% | +30+75.0% | Added |
| Vega Investment Solutions | 69 | $29.8K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 69 | $29.8K | 0.02% | +69 | New |
| BankPlus Trust Department | 68 | $29.4K | 0.01% | −2,910−97.7% | Reduced |
| Albion Financial Group | 67 | $29.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 65 | $28.1K | 0.00% | +24+58.5% | Added |
| Quaker Wealth Management, LLC | 65 | $28.1K | 0.01% | −7−9.7% | Reduced |
| High Point Wealth Management, LLC | 65 | $28.1K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 65 | $28.1K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 64 | $27.7K | 0.01% | +11+20.8% | Added |
| Cetera Trust Company, N.A | 62 | $26.8K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $25.9K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 61 | $25.3K | 0.02% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 58 | $25.1K | 0.01% | +23+65.7% | Added |
| Retirement Wealth Solutions LLC | 57 | $24.8K | 0.02% | −33−36.7% | Reduced |
| PMV Capital Advisers, LLC | 57 | $24.6K | 0.04% | −3−5.0% | Reduced |
| Ares Financial Consulting, LLC | 57 | $24.3K | 0.02% | −10−14.9% | Reduced |
| Cornerstone National Bank & Trust Co | 57 | $24.3K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 56 | $24.2K | 0.00% | +56 | New |
| VSM Wealth Advisory, LLC | 56 | $24.2K | 0.01% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 56 | $24.2K | 0.02% | +56 | New |
| Vision Retirement, LLC | 55 | $23.9K | 0.01% | −2,434−97.8% | Reduced |
| Beacon Financial Strategies CORP | 55 | $23.8K | 0.01% | −23−29.5% | Reduced |
| Stephenson National Bank & Trust | 55 | $23.8K | 0.01% | −3−5.2% | Reduced |
| Bangor Savings Bank | 54 | $23.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 54 | $23.3K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 34 | $23.2K | 0.01% | +34 | New |
| Ogorek Anthony Joseph | 55 | $23.0K | 0.01% | +8+17.0% | Added |
| MCF Advisors LLC | 51 | $22.1K | 0.00% | −154−75.1% | Reduced |
| Marquette Asset Management, LLC | 51 | $22.1K | 0.00% | +7+15.9% | Added |
| Atomic Invest LLC | 51 | $22.1K | 0.01% | +29+131.8% | Added |
| JNBA Financial Advisors | 51 | $22.1K | 0.00% | +41+410.0% | Added |
| City State Bank | 51 | $22.1K | 0.01% | +1+2.0% | Added |
| Independence Bank of Kentucky | 50 | $21.6K | 0.00% | −96−65.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 50 | $21.6K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $21.6K | 0.02% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 50 | $21.6K | 0.02% | 00.0% | Unchanged |
| Hurley Capital, LLC | 50 | $21.6K | 0.01% | +22+78.6% | Added |
| Frazier Financial Advisors, LLC | 49 | $21.2K | 0.01% | +30+157.9% | Added |
| Richardson Financial Services Inc. | 49 | $21.2K | 0.01% | −310−86.4% | Reduced |
| RMG Wealth Management LLC | 53 | $20.8K | 0.00% | −25−32.1% | Reduced |
| DecisionPoint Financial, LLC | 48 | $20.8K | 0.00% | −23−32.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 48 | $20.8K | 0.01% | +48 | New |
| Torren Management, LLC | 48 | $20.8K | 0.01% | −220−82.1% | Reduced |
| Financial Consulate, Inc | 47 | $20.3K | 0.00% | −475−91.0% | Reduced |
| MTM Investment Management, LLC | 47 | $20.3K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 46 | $19.9K | 0.00% | −22−32.4% | Reduced |
| Copia Wealth Management | 46 | $19.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $19.9K | 0.00% | +7+17.9% | Added |
| DiNuzzo Private Wealth, Inc. | 42 | $18.2K | 0.00% | −3−6.7% | Reduced |
| Hilltop National Bank | 41 | $17.7K | 0.00% | −35−46.1% | Reduced |